Albert Dalby is a ChFC-designated registered investment advisor at Vantage Advisors, LLC, based in Wayne, PA, with 33 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
IM Fee
Fee Structure
Vantage Advisors charges $250 per hour for financial planning or consulting services. The specific rate is established in advance and may vary depending on the client’s situation. In some instances, Vantage Advisors may quote an estimated total fee based on the estimated time multiplied by the hourly rate to complete the project.
Location
Wayne, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Albert is a co-owner of Aruba Venture, LLC (since 2003) and Naples Venture, LLC (since 2015), both holding companies for rental properties. These activities are not investment-related.
Employment History
Current Registrations
Vantage Advisors, LLC
Previous Registrations
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
Sei Financial Services CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.